Castle Rock Wealth Management’s iShares Treasury Floating Rate Bond ETF TFLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.1M | Buy |
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2025
Q2 | $15.1M | Buy |
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|
2025
Q1 | $11.7M | Sell |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $11.8M | Buy |
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|
2024
Q2 | $9.03M | Buy |
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|
2024
Q1 | $8.96M | Sell |
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|
2023
Q4 | $9.05M | Sell |
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|
2023
Q3 | $10.8M | Buy |
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|
2023
Q2 | $7.39M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $317K | Buy |
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